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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1401	WCM Washington Capital Management Seattle, Washington	$427K	$0	1	0.24%	Maintained
1402	BFIM Beese Fulmer Investment Management Canton, Ohio	$421K	-$38.8K	1	0.14%	Reduced
1403	KA Kovack Advisors Ft. Lauderdale, Florida	$419K	-$424	1	0.3%	Reduced
1404	NIMI Natixis Investment Managers International Paris, France	$418K	+$88.8K	1	0.05%	Increased
1405	MIM Midwest Investment Management Cleveland, Ohio	$416K	$0	1	0.32%	Maintained
1406	FC Forte Capital Rochester, New York	$412K	-$59.2K	1	0.18%	Reduced
1407	ANB Amarillo National Bank Amarillo, Texas	$404K	+$1.14K	1	0.26%	Increased
1408	FA Fagan Associates Troy, New York	$404K	+$429K	1	0.27%	New
1409	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$403K	$0	1	0.11%	Maintained
1410	FBC Fairfield, Bush & Co Darien, Connecticut	$402K	$0	1	0.12%	Maintained
1411	Cetera Advisors Denver, Colorado	$397K	-$581K	1	0.03%	Reduced
1412	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$396K	+$427K	1	0.06%	New
1413	AL Agran Libbie Santa Monica, California	$391K	$0	1	0.1%	Maintained
1414	SCM Schneider Capital Management Berwyn, Pennsylvania	$391K	-$82.5K	1	0.05%	Reduced
1415	BW Gestao de Investimentos Sao Paulo, Brazil	$388K	-$35.1K	1	0.24%	Reduced
1416	MHS M Holdings Securities Portland, Oregon	$383K	$0	1	0.26%	Maintained
1417	CI Cowen Inc New York	$382K	+$9.82K	1	0.02%	Increased
1418	Atlantic Union Bankshares Glen Allen, Virginia	$381K	$0	1	0.18%	Maintained
1419	TFA Transamerica Financial Advisors St. Petersburg, Florida	$380K	+$30K	4	0.03%	Increased
1420	KAM Kazazian Asset Management Fort Lauderdale, Florida	$378K	+$242K	1	0.37%	Increased
1421	RIG Renaissance Investment Group Lenox, Massachusetts	$375K	-$48.6K	1	0.18%	Reduced
1422	Destination Wealth Management Walnut Creek, California	$371K	+$400K	1	0.02%	New
1423	Benjamin F. Edwards & Company St. Louis, Missouri	$370K	+$23.7K	5	0.07%	Increased
1424	CTA Chesley Taft & Associates Chicago, Illinois	$367K	-$593K	1	0.04%	Reduced
1425	VNA VNBTrust National Association Charlottesville, Virginia	$367K	-$4.1K	1	0.18%	Reduced